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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

If their sole method of compensation is a product, and/or they are taking commissions, then in reality it is less likely they are embracing all the values that the standard requires. Commissions are opaque. Rostad is president of the Institute for the Fiduciary Standard , a not for profit think tank formed in 2011.

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The Better Letter: Incentives Matter

The Better Letter

That reference grants me license to revisit this wonderful clip of Jon Stewart’s appearance on that now long-dead CNN show. If you want to sell a lot more, you increase commissions. It, too, was easy to lampoon… … but didn’t take because it was too gentlemanly and lacked the antagonism of Crossfire.

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What’s it like being an Edward Jones financial advisor?

Sara Grillo

It was a major advantage that they paid a base salary; albeit not a huge one it was still supportive of him feeling a bit more comfortable that working on straight commission. And it kinda started from there, so he really kinda got the ball rolling for me and… So that was back in 2011. NATE PENHA: This. Can I introduce you?

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Navigating Geopolitical Events

ClearMoney

During the Egyptian revolution of 2011, the Egyptian Stock Exchange closed after January 27 and remained closed for over a month. Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services.

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Government Debt and Stock Returns

ClearMoney

Reuters (2011). Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.

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Is $22 Trillion a Tipping Point?

ClearMoney

5Reuters (2011). Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. 3General government debt from OECD (2021). 4Central government debt from International Monetary Fund (2021).